Gregory Anderson Jr.

Edwin Peet is the principal advisor at ETF Strategies, LLC, an independent firm based in Bulverde, Texas. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he owns and operates Custom Income Solutions, LLC, an investment service and insurance business. ETF Strategies serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services, including retirement distribution and 401(k) advisory. The firm uses a range of investment vehicles and analytical methods, maintains written Investment Policy Statements for clients, and typically operates on a discretionary basis.

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

Jason Grohman is a financial advisor at PLW Financial in New Braunfels, TX, holding a Series 65 designation with eight years of industry experience. He has been with PLW Financial since 2017 and also serves as an active firefighter with the New Braunfels Fire Department. Prior to his advisory role, he was involved with Neighborly Lawn Care. PLW Financial provides financial planning, discretionary investment management, tax preparation, and ERISA plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive, long-term investment approach using low-cost, diversified index funds and ETFs, and it serves corporate and small-business clients alongside individual investors.

Ralph Boschert is a financial advisor at Arrowhead Asset Management with 37 years at the firm and nine years of industry experience. He holds a Series 63 designation and is based in Wimberley, TX. Arrowhead Asset Management is a fee-only money manager serving individuals, families, small business owners, and an institutional retirement plan for higher-education professionals. The firm offers discretionary portfolio management tailored to clients’ goals and risk tolerance, employing both technical and fundamental analysis, and emphasizes socially conscious investment screens in its process.

Michael Heridia is the sole advisor at Rubicon Investment Management & Analytics with 28 years of industry experience. He has held his current role since 2015 and also maintains an independent insurance sales practice dating back to 1997. Rubicon provides discretionary and non-discretionary investment management and trading services primarily focused on individual equity markets for U.S. high-net-worth individuals, retirement plans, and trusts. The firm employs proprietary quantitative, technical, and fundamental research methods within its CANTATA framework, emphasizing active, shorter-term trading with trade-management tools.

Alan Deetjen is the sole advisor at Summa Wealth Management, an independent registered investment adviser based in Blanco, Texas. He holds the ChFC® designation and Series 63 license, with 14 years of experience in financial advisory services. In addition to his work in wealth management since 2014, Deetjen maintains a law practice dating back to 1980 and oversees affiliated businesses involved in insurance sales and due diligence consulting. Summa Wealth Management serves individuals, high-net-worth clients, trusts, estates, and institutional clients by providing financial planning, consulting, and advisory services that begin with a required financial plan. The firm offers non-discretionary advice and primarily acts as a solicitor to third-party registered investment advisers, utilizing multi-strategy investment models and a process guided by investment policy statements.